McGill Junge Wealth Management

This week we are thankful for Francis (Frank) Kelly for agreeing to come back AGAIN to be a guest on our "Ask the Experts" webinar series. Frank shared his knowledge pre-election in October, and now will be sharing valuable insights into what's happening post-election at home and abroad as it relates to the economy, markets, technology and more! Don't miss out on your chance to interact with one of the most well-connected and informed D.C. Insiders around. Attendee feedback on Frank is always positive, and we know you will find his talk to be interesting and relevant. Register at this link: https://lnkd.in/gZHC2tab

This past week, our team organized a Winter Clothing/Supply Drive to assist the students and families at Des Moines North High School. These gifts aim to support English Language Learners (ELL) students and their families by offering resources that not only aid in language development but also nurture crucial life skills. During the donation delivery, we discovered an incredible chance to make a difference during the holiday season. ?? LIKE THIS POST ?? to help notify you of a donation link from the school that we will be posting to social media next week. The students at this school have further needs for the holidays, and your gifts will have a direct impact on the lives of students and families in our community, opening doors to growth, education, and community bonds.

My colleague Lauren McCormick, JD, CFP? and I recently had the pleasure of touring Fisher Industries VAI Resorts in Glendale, AZ with the incredible Sarah Trott, who leads Marketing & Brand Development at VAI Resort. Sarah showed us the locations of 12 restaurants, the stunning Presidential Suite and even underground tunnels for entertainers to access the world-class stage. It was amazing to see the progress from just a year ago, and it’s so exciting to see their vision come to life. Make sure you check out the link https://lnkd.in/gKQVvuSP to learn more about his globally inspired oasis what will become one of the premier resorts and destinations in the country.

Serving others is an incredibly important part of our culture at McGill Junge Wealth Management, and today we reflect on our appreciation for the men and women who have served and continue to serve our nation. Thank you for your patriotism and for giving us something worth protecting today, and a tomorrow worth planning for.

McGill Junge Wealth Management kicked off our United Way campaign week by making t-shirt bags for local food banks. Did you know nearly 11% of Iowans (1 in 9) and 15.4% of Iowa children (1 in 6) face food insecurity? We're proud to support United Way of Central Iowa and their incredible work building an equitable, engaged, and empowered community – one where everyone has the opportunity not only to survive, but to thrive. To learn more visit: https://lnkd.in/gUwPEBvB

A team that READS together, STAYS together! Another solid book study with the MJWM team. Love learning with this group and applying it to how we can improve our overall client experience.

Estate planning is a crucial process that ensures that the right assets get to the right people and organizations at the right time. However, estate planning for concentrated assets, such as business interests, company stock, or real estate, can be more complex and requires careful consideration, especially ahead of the 2026 estate tax sunset. Check out this link to read the full article written by Trent Burley, https://lnkd.in/g2zXfjDq

Our "Ask the Experts" webinar for October was a success! Frank Kelly's expertise on global markets, the economy, and geopolitical risks never fails to captivate our audience. Thank you to a dear friend for making time to appear on our series for three years in a row now. For those who attended the event, we invite you to share your favorite insight in the comments below. If you missed Frank on October 24th, don't worry! He will return as our guest in December post-elections to provide his perspective on what might happen next. Official webinar date coming soon!

Carter Olk, CFP?, RICP?, ChFC? and Melissa Relph had a great time returning to their alma mater to speak with students at Wilson College of Business at the University of Northern Iowa. Special thanks to Andrew Fober, CFP for the invitation to visit the Personal Wealth Management class and to the Finance Club for hosting them at your meeting. It was a pleasure discussing the exciting career paths in personal wealth management, sharing insights on a typical advisor's day, their career experiences, internship opportunities, and the great happenings at McGill Junge Wealth Management. Thanks for having them!

The McGill Junge Wealth Management team had a fantastic time participating in the MEALS FROM THE HEARTLAND meal packing event last night. Although we didn't secure the top spot for speed, it was heartwarming to join 25 teams from the Des Moines metro area in packaging 30,000 meals for children in need worldwide. A rewarding experience for a great cause! To learn how you can get involved visit: https://lnkd.in/d2pS3tV #fighthunger #competeandeat #mealsfromtheheartland